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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1976
Montag & Caldwell
Georgia
$381K -$71.5K -283 -17%
MTIC
1977
Missouri Trust & Investment Company
Missouri
$381K -$8.33K -33 -2%
WA
1978
Waverly Advisors
Alabama
$380K -$54.3K -215 -13%
PCG
1979
Private Capital Group
Connecticut
$380K -$3.54K -14 -1%
CWM
1980
Campbell Wealth Management
Virginia
$379K – – –
COF
1981
Capital One Financial
Virginia
$378K -$534K -2,113 -60%
MWPCG
1982
Measured Wealth Private Client Group
New Hampshire
$378K -$101K -400 -22%
FSC
1983
Full Sail Capital
Oklahoma
$378K -$41.7K -165 -11%
WIC
1984
Woodmont Investment Counsel
Tennessee
$378K – – –
SFG
1985
Summit Financial Group
West Virginia
$377K – – –
AIM
1986
AMI Investment Management
Indiana
$375K – – –
APA
1987
Astoria Portfolio Advisors
New York
$373K -$366K -1,448 -51%
TCOK
1988
Trust Company of Kansas
Kansas
$371K – – –
KJHP
1989
K.J. Harrison & Partners
Ontario, Canada
$370K -$75.8K -300 -18%
ACM
1990
AlphaCrest Capital Management
New York
$370K -$1.77K -7 -0.5%
CFG
1991
Cooper Financial Group
California
$369K +$341K +1,352 New
SAA
1992
Southeast Asset Advisors
Georgia
$368K +$253 +1 +0.1%
AA
1993
ALPS Advisors
Colorado
$367K -$118K -466 -26%
VCM
1994
Vision Capital Management
Oregon
$367K – – –
EFL
1995
ERn Financial LLC
Wisconsin
$367K +$339K +1,342 New
NF
1996
NTB Financial
Colorado
$366K – – –
PCS
1997
Personal CFO Solutions
New Jersey
$366K +$47.7K +189 +16%
CG
1998
Clarus Group
Texas
$365K +$19.4K +77 +6%
CCM
1999
Consolidated Capital Management
California
$364K – – –
AWM
2000
Aevitas Wealth Management
Massachusetts
$364K +$1.01K +4 +0.3%
78 79
80
81 82